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Lili A. Vasileff

CFP®, MAFF, CDFA

Owner and President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

Fee Only Financial Advisor serving Greenwich, CT and the surrounding communities.

Wealth Protection Management

777 West Putnam Avenue, Suite 300
Greenwich, CT 06830
(203) 622-4911
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William J. Egan, III

CFP®, CLU

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wall, NJ and the surrounding communities.

Egan & Lynch Financial Group

1821 State Route #71, 1st Floor North
Wall, NJ 07719
(732) 223-4555

Mark D. Daviau

CFP®, ChFC, AEP,RFC

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving New Hartford, NY and the surrounding communities.

MassMutual New York State

555 French Rd, Suite 202
New Hartford, NY 13413
(315) 734-3635
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Ralph S. Boyd, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Financial Advisor serving Pittsburgh, PA and the surrounding communities.

Allegheny Financial Group, Ltd.

811 Camp Horne Rd
Pittsburgh, PA 15237
(412) 536-8069

Karin A. Grablin

MBA, CPA, CFP®

Managing Partner, Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Sarasota, FL and the surrounding communities.

SRQ Wealth

One North Tuttle Avenue, Ste 1
Sarasota, FL 34237
(941) 556-9004
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Dolores Kong

CFP®, EA

Financial advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career...More

Financial Advisor serving Boston, MA and the surrounding communities.

B. Riley Wealth

B. Riley Wealth, 10 Post Office Sq, Suite 600
Boston, MA 02109
(800) 556-8600
(617) 951-6951

Juan C. Ros

CFP®,AEP®,CSPG

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Scotttsdale, AZ and the surrounding communities.

Forum Financial Management, LP

16220 N. Scottsdale Road, Ste 300
Scotttsdale, AZ 85254
(805) 409-3240
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Jennipher Lommen

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Santa Cruz, CA and the surrounding communities.

Wildflower Financial LLC

120 church st
Santa Cruz, CA 95060
(831) 854-7291
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Alyson Claire Basso

MBA CFP®, ChFC®

Managing Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Middleton, MA and the surrounding communities.

Hayden Wealth Management

1 Central Street Ste 103
Middleton, MA 01949-1238
(978) 907-6237
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Charles A. Kerwood, III

CFP®, ChFC®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Naples, FL and the surrounding communities.

Waller Financial Planning Group, Inc.

801 Laurel Oak Dr, Ste 710
Naples, FL 34108
(614) 457-7026

Lillian M. Meyers

CFP®, CDFA, CFF, EA

President & Principle

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Sonoma, CA and the surrounding communities.

Meyers Financial Services Inc.

670 West Napa Street, Suite C
Sonoma, CA 95476
(707) 935-1124
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Debora E. May

CPA, CFP®, CDFA®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Bethesda, MD and the surrounding communities.

Councilor, Buchanan and Mitchell, P.C.

7910 Woodmont Avenue, Suite 500
Bethesda, MD 20814
(240) 781-6206

John Lee Pence

CFP®, AAMS

CFP(R) AAMS(R)

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Woodstock, GA and the surrounding communities.

John Lee Pence CFP(R)

107 Weatherstone Dr., Suite 520
Woodstock, GA 30188
(678) 354-9353

Mark A. Keen

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Government &...More

Financial Advisor serving Fairfax, VA and the surrounding communities.

Keen & Pocock

10300 Eaton Pl, Ste 470
Fairfax, VA 22030
(703) 691-9200

Jared Daniel

CFP® CRPC® EA

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Gilbert, AZ and the surrounding communities.

Wealth Guardian Group

1757 E Baseline Road, Suite 118
Gilbert, AZ 85233
(480) 987-9951

Jeffrey M. Risley

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Stocks & Bonds

Fee Only Financial Advisor serving Ellisville, MO and the surrounding communities.

Risley Capital Management LLC

16024 Manchester Road, Suite 200
Ellisville, MO 63011
(636) 405-0432

Christopher E. Cabri

CFP® MBA ChFC MSFS

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Greenwood, SC and the surrounding communities.

Wells Fargo Advisors

340 Main St, Suite C
Greenwood, SC 29646
(864) 223-2211

Stephanie Shinn

CFP®

CERTIFIED FINANCIAL PLANNER® Professional

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Tacoma, WA and the surrounding communities.

Commonwealth Financial Network

626 N Fernside Dr
Tacoma, WA 98406-1017
(253) 882-6475
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Travis Edward Kellman

MSFP,CFP®,CRPC®,EA

CFP

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Schenectady, NY and the surrounding communities.

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
(518) 372-5500
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André Small

CFP® , MBA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Houston, TX and the surrounding communities.

A Small Investment, LLC

250 Assay Street, Suite 300-380
Houston, TX 77044
(832) 303-3732

Tracy L. Sherwood

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Buffalo, NY and the surrounding communities.

Sherwood Financial Management

8463 Sheridan Drive
Buffalo, NY 14221
(716) 302-4265
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Paul A. Meyerhoff

CFP®, PhD

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Davis, CA and the surrounding communities.

Pure Financial Advisors, LLC

1784 Picasso Ave, Ste D
Davis, CA 95618
(866) 388-2885
(530) 758-2885

Andrea K. Berry

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Boulder, CO and the surrounding communities.

Flatiron Financial Planning

1630 30th Street, Suite A
Boulder, CO 80301
(720) 531-3967

Donna L. Cator

CFP®

Relationship Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Pittsford, NY and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Leonard L. Nelson

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Portland, OR and the surrounding communities.

NorthWest Investment & Retirement.com

5901 SW Macadam Ave, Suite 135
Portland, OR 97212
(503) 546-8092

Michael L. Ramsey

CFP®

Specialties: Investment Management

Financial Advisor serving Oklahoma City, OK and the surrounding communities.

4501 N Classen Blvd, Ste 100
Oklahoma City, OK 73118-4822
(405) 843-3320

Nicholas B. Pope

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Insurance, Retirement

Commission and Fee Financial Advisor serving Lansing, MI and the surrounding communities.

Washington Avenue Advisors

1146 South Washington Avenue
Lansing, MI 48910
(844) 678-1842
(517) 346-5165

Steven Elwell

CFP®

Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving East Amherst, NY and the surrounding communities.

Level Financial Advisors

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380
(716) 634-6113
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Matthew M. Kunst

CFP®, CPA, CFA®

Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Downers Grove, IL and the surrounding communities.

Opus Financial Solutions, LLC

1121 Warren Avenue, Ste 230
Downers Grove, IL 60515
(331) 777-5449

Thomas I. Rindahl

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

Commission and Fee Financial Advisor serving Scottsdale, AZ and the surrounding communities.

TruWest Wealth Management

PO Box 3489
Scottsdale, AZ 85271
(602) 629-2646
CONNECT WITH Thomas
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